TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Quarter Est. Return
1 Year Est. Return
+25.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$447K
3
+$393K
4
IAU icon
iShares Gold Trust
IAU
+$275K
5
WBD icon
Warner Bros
WBD
+$151K

Top Sells

1
+$1.83M
2
+$431K
3
+$427K
4
DE icon
Deere & Co
DE
+$349K
5
NVDA icon
NVIDIA
NVDA
+$303K

Sector Composition

1 Technology 12.21%
2 Healthcare 9.27%
3 Financials 9.22%
4 Communication Services 5.37%
5 Consumer Staples 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
654
727
$3K ﹤0.01%
107
+100
728
$3K ﹤0.01%
+210
729
$3K ﹤0.01%
+18
730
$3K ﹤0.01%
37
731
$3K ﹤0.01%
200
732
$3K ﹤0.01%
12,820
733
$2K ﹤0.01%
130
734
$2K ﹤0.01%
92
735
$2K ﹤0.01%
+111
736
$2K ﹤0.01%
19
737
$2K ﹤0.01%
47
738
$2K ﹤0.01%
114
739
$2K ﹤0.01%
+71
740
$2K ﹤0.01%
66
741
$2K ﹤0.01%
109
742
$2K ﹤0.01%
100
743
$2K ﹤0.01%
100
744
$2K ﹤0.01%
78
745
$2K ﹤0.01%
100
746
$2K ﹤0.01%
+200
747
$2K ﹤0.01%
17
748
$2K ﹤0.01%
+8
749
$2K ﹤0.01%
47
750
$2K ﹤0.01%
500
28 29
30
31 32